Regional Sales Director

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Drive revenue growth post-transition, enhance GDC production, and accumulate assets for EAR advisors.

• Collaborate with advisors to create and implement 12-month growth strategies aimed at revenue recovery and acceleration.

• Track advisor performance against pre-transition production metrics and growth objectives.

• Recognize opportunities to boost client acquisition, strengthen client relationships, and increase wallet share.

• Assist in executing business development and client acquisition strategies.

• Perform thorough reviews of the book of business.

• Assess client segmentation, revenue concentration, and advisor pipelines.

• Formulate actionable recommendations and business plans.

• Leverage performance reporting and business intelligence tools to uncover trends and opportunities.

• Provide personalized coaching, practice consultations, and organized growth planning sessions.

• Advise advisors on establishing scalable business processes, client service frameworks, and prospecting strategies.

• Lead accountability conversations centered on activity, pipeline development, and business outcomes.

• Train advisors to utilize Ameriprise resources, technology, and growth initiatives.

• Oversee advisor involvement in the EAR Ramp Up program and associated growth efforts.

• Align coaching strategies with field leaders, lead advisors, and business partners.

• Monitor advisor participation, engagement, and performance throughout the ramp-up phase.

• Facilitate transitions from onboarding and ramp-up to long-term growth programs.

• Share best practices and success narratives across cohorts.

• Work in conjunction with Franchise Field Partners, Complex Directors, Lead Advisors, Wealth Management, RiverSource, and product specialists.

• Conduct regular business evaluations with field leaders.

• Track advisor performance in terms of GDC growth, asset gathering, net flows, client acquisition, pipeline activity, and book retention.

• Maintain scorecards and conduct business reviews.

• Provide leadership with updates on advisor engagement, growth prospects, and outcomes.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• 7+ years of relevant professional experience.

• Experience in client meetings, supporting or facilitating discussions and case analyses.

• Capability to review, analyze, and collect data; identify trends; and develop solutions to address gaps in plans.

• Proven ability to lead and inspire advisors, leaders, and field staff; effectively engage to meet territory objectives.

• FINRA Series 7 license or the ability to obtain it within 90 days.

• Active State securities agent registration (S63 or S66) or the ability to obtain it within 90 days.

• Active State IAR (S65 or S66) or the ability to secure it within 90 days.

• Willingness to travel up to 25%.

• Valid work authorization that does not currently or in the future require visa sponsorship for employment in the United States.

• Exceptional communication abilities.

• Strong executive presence.

• High emotional intelligence.

• Familiarity with Wealth Management and Risk, along with some expertise in the area.

• Sales experience coupled with coaching skills.

🏝️ Benefits

• Variable compensation in the form of bonuses, commissions, and/or long-term incentives based on the role.

• Paid vacation time.

• Paid sick time.

• 401(k) plan.

• Health insurance coverage.

• Dental insurance coverage.

• Life insurance coverage.

• Opportunities for remote work.

• Equal opportunity and inclusive, accessible recruitment process.

• Reasonable accommodations available during the application or interview process.